See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,165 | $46,869-39.9% | $122,332-77.0% | $70,131-59.8% |
| Participation rate | 69.2% | 58.2%+11.0pp | 71.6%-2.4pp | 69.5%-0.3pp |
| Annual return | 22.17% | 24.22%-2.1pp | 30.27%-8.1pp | 73.14%-51.0pp |
| Employer contribution / active EE | $1,182 | $1,288-8.2% | $4,050-70.8% | $2,342-49.5% |
| Participant deferral / active EE | $3,638 | $2,166+67.9% | $3,287+10.7% | $3,332+9.2% |
| Admin fee / account holder | $1,386 | $3,322-58.3% | $5,478-74.7% | $4,645-70.2% |